South West Investment Group
application checklist

Please find below details for completing your application.

Application checklist

Your completed application form should be accompanied by:

A letter from your bank declining or indicating the limit of their support

A signed authorisation form allowing us to consult with your bank

A statement of your personal assets and liabilities

A business plan

Your business plan should include the following:

Copies of previous accounts if an existing business

Projected cash flow forecast and profit and loss account

A full description of the background to the formation of the business and a view of where the principals wish to see it in five year’s time

A detailed description of its products or services to include its strengths and weaknesses

Market knowledge- evidence of need, identification of market

Details of the expertise, skills and management experience of the applicant(s) including CV’s

Details of the financial systems/controls and the experience/qualifications of the person responsible for them

Full details of the project costs and confirmed sources of finance

Evidence of the need for SWIG support